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Retirement Guys Formula’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Retirement Guys Formula’s Portfolio BSV Stock Details BSV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$284K Buy
3,662
+775
+27% +$60.5K 0.11% 126
2026
Q1 		$225K Sell
2,887
-617
-18% -$48.6K 0.1% 131
2025
Q4 		$275K Sell
3,504
-47
-1% -$3.71K 0.13% 118
2025
Q3 		$279K Buy
3,551
+418
+13% +$32.9K 0.1% 133
2025
Q2 		$245K Sell
3,133
-21
-0.7% -$1.64K 0.09% 124
2025
Q1 		$246K Buy
+3,154
New +$245K 0.12% 116
2023
Q4 		– Sell
-2,708
Closed -$204K – 129
2023
Q3 		$204K Buy
+2,708
New +$204K 0.14% 117
2023
Q2 		– Sell
-4,583
Closed -$351K – 123
2023
Q1 		$351K Sell
4,583
-846
-16% -$64.1K 0.25% 107
2022
Q4 		$409K Sell
5,429
-171
-3% -$12.8K 0.34% 99
2022
Q3 		$419K Sell
5,600
-474
-8% -$36.2K 0.44% 58
2022
Q2 		$466K Buy
6,074
+2,004
+49% +$154K 0.48% 54
2022
Q1 		$317K Buy
+4,070
New +$323K 0.21% 85

Other funds holding BSV

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Retirement Guys Formula's BSV Position: Q2 2026 in Review

Retirement Guys Formula increased its Vanguard Short-Term Bond ETF (BSV) stake by 27% in Q2 2026, buying an estimated $60.5K and bringing the position to 3,662 shares worth $284K. The position accounts for 0.11% of the portfolio, ranked #126.

Retirement Guys Formula first reported a position in BSV in Q1 2022 and has held it in 12 quarters since. The position peaked at $466K in Q2 2022. 1,356 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

  • Retirement Guys Formula held 3,662 shares of Vanguard Short-Term Bond ETF worth $284K as of Q2 2026.
  • Retirement Guys Formula bought 775 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $60.5K.
  • Vanguard Short-Term Bond ETF made up 0.11% of Retirement Guys Formula's portfolio in Q2 2026, its #126 holding.
  • Retirement Guys Formula first reported a position in Vanguard Short-Term Bond ETF in Q1 2022 and has held it in 12 quarters since.
  • Retirement Guys Formula's Vanguard Short-Term Bond ETF position peaked at $466K in Q2 2022.
  • 1,356 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Retirement Guys Formula's 13F filing for Q2 2026, filed 30 Jul 2026.